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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,917 | $88,186-36.6% | $165,071-66.1% | $74,459-24.9% |
| Participation rate | 11.4% | 73.1%-61.7pp | 78.6%-67.2pp | 67.2%-55.8pp |
| Annual return | 8.89% | 17.13%-8.2pp | 70.17%-61.3pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $308 | $4,505-93.2% | $6,035-94.9% | $4,350-92.9% |
| Admin fee / account holder | $4,146 | $2,234+85.6% | $12,695-67.3% | $1,945+113.2% |